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- Tasks: Process personal investments and pensions while ensuring client best interests.
- Company: Join a successful and established IFA organisation in Bury St Edmunds.
- Benefits: Competitive salary, supportive team environment, and opportunities for personal development.
- Other info: Immediate interviews available for motivated candidates ready to thrive.
- Why this job: Make a real difference in clients' financial journeys while growing your skills.
- Qualifications: Experience in pension/investment administration and a passion for client service.
The predicted salary is between 30000 - 40000 £ per year.
An administrative opportunity has arisen for an experienced IFA Sales Support technician to join a hugely successful and well-established IFA Organisation in Bury St Edmunds.
Main Duties and Responsibilities:
- To process a range of personal investments/Pensions (GPP and Occupational).
- To promote and always work towards delivery of Client Best Interest outcomes.
- To always ensure adherence to policy and procedures, with distinct regard and compliance with the Conflict-of-Interest Policy and Inducement and Incentive policy.
- To take responsibility for own performance and to identify personal development areas.
- Assist the wider team and business with your knowledge on an ad hoc basis where business needs require.
- Ensure awareness and compliance of regulatory responsibilities and ensuring that the consumer outcomes are at the core of work.
- Support the team to ensure that all advisers supply a full compliant file to the administration team before processing any new business.
- All clients must be entered onto the back-office system.
- Submit pension and investments to providers online (via providers website) or by post.
- Chase providers on the progress of business in a timely and effective manner.
We are keen to receive applications from experienced Pension/Investment administrators who are keen to join a large and progressive IFA practice. Interviews are available immediately.
IFA Sales Support Administrator in Suffolk employer: The Coast Partnership
Contact Detail:
The Coast Partnership Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Sales Support Administrator in Suffolk
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and investment sectors. Let them know you're on the lookout for an IFA Sales Support Administrator role. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for those interviews! Research the company and its values, especially their approach to client best interests. Be ready to discuss how your experience aligns with their needs and how you can contribute to their success.
✨Tip Number 3
Showcase your skills! Bring along examples of your previous work, especially any experience with personal investments and pensions. This will help demonstrate your expertise and commitment to compliance and regulatory responsibilities.
✨Tip Number 4
Don't forget to apply through our website! We’re keen to see your application and get you on board with our fantastic team. The sooner you apply, the sooner you can start making an impact!
We think you need these skills to ace IFA Sales Support Administrator in Suffolk
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Sales Support Administrator role. Highlight your experience with personal investments and pensions, and don’t forget to mention any relevant compliance knowledge you have!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about client best interest outcomes and how your skills align with our values at StudySmarter. Keep it concise but impactful!
Showcase Your Team Spirit: We love team players! In your application, share examples of how you've supported your colleagues in previous roles. This will show us that you’re ready to contribute to our wider team and business goals.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. We can’t wait to hear from you!
How to prepare for a job interview at The Coast Partnership
✨Know Your Stuff
Make sure you brush up on your knowledge of personal investments and pensions, especially GPP and occupational schemes. Being able to discuss these topics confidently will show that you're serious about the role and understand the industry.
✨Demonstrate Compliance Awareness
Familiarise yourself with the Conflict-of-Interest Policy and Inducement and Incentive policy. During the interview, be ready to discuss how you would ensure compliance and put client interests first in your work.
✨Show Team Spirit
This role involves supporting a wider team, so be prepared to share examples of how you've collaborated in the past. Highlight any experiences where you’ve assisted colleagues or contributed to team success.
✨Ask Smart Questions
Prepare thoughtful questions about the company’s approach to client outcomes and regulatory responsibilities. This not only shows your interest but also helps you gauge if the company aligns with your values.